SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,611,642 | -9.6% | 21,996 | -5.1% | 0.06% | -7.4% |
| Q2 2023 | $1,782,959 | +2.1% | 23,167 | -2.2% | 0.07% | -5.6% |
| Q1 2023 | $1,746,436 | +3.3% | 23,680 | +1.2% | 0.07% | -5.3% |
| Q4 2022 | $1,690,889 | +6.1% | 23,407 | +0.0% | 0.08% | -7.3% |
| Q3 2022 | $1,594,000 | -4.1% | 23,399 | -0.7% | 0.08% | -25.5% |
| Q2 2022 | $1,662,000 | -18.0% | 23,573 | -2.5% | 0.11% | -2.7% |
| Q1 2022 | $2,028,000 | -14.1% | 24,189 | -4.9% | 0.11% | -9.6% |
| Q4 2021 | $2,360,000 | +10.4% | 25,428 | +3.6% | 0.12% | -0.8% |
| Q3 2021 | $2,137,000 | +2.5% | 24,534 | +4.4% | 0.13% | +1.6% |
| Q2 2021 | $2,085,000 | +68.4% | 23,490 | +62.9% | 0.12% | +45.9% |
| Q1 2021 | $1,238,000 | +3.9% | 14,421 | -7.6% | 0.08% | -4.5% |
| Q4 2020 | $1,192,000 | +33.8% | 15,603 | +3.3% | 0.09% | +15.6% |
| Q3 2020 | $891,000 | +5.6% | 15,102 | +1.6% | 0.08% | -7.2% |
| Q2 2020 | $844,000 | +31.7% | 14,857 | +7.1% | 0.08% | -4.6% |
| Q1 2020 | $641,000 | -26.3% | 13,877 | +3.0% | 0.09% | -6.5% |
| Q4 2019 | $870,000 | +45.5% | 13,478 | +34.2% | 0.09% | +17.7% |
| Q3 2019 | $598,000 | +17.3% | 10,043 | +19.9% | 0.08% | +19.7% |
| Q2 2019 | $510,000 | -77.1% | 8,379 | -77.5% | 0.07% | -79.9% |
| Q1 2019 | $2,225,000 | +8.0% | 37,272 | -2.5% | 0.33% | -19.0% |
| Q4 2018 | $2,061,000 | +515.2% | 38,213 | +670.9% | 0.41% | +696.1% |
| Q3 2018 | $335,000 | +18.0% | 4,957 | +10.2% | 0.05% | -21.5% |
| Q2 2018 | $284,000 | -1.0% | 4,497 | +264.1% | 0.06% | -11.0% |
| Q1 2018 | $287,000 | -1.4% | 1,235 | -3.5% | 0.07% | -33.6% |
| Q4 2017 | $291,000 | – | 1,280 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 317,950 | $22,415,000 | 7.44% |
| Forbes Financial Planning, Inc. | 66,910 | $4,707,000 | 6.75% |
| DENVER WEALTH MANAGEMENT, INC. | 60,657 | $4,276,000 | 4.47% |
| AIRE ADVISORS, LLC | 167,106 | $11,785,000 | 4.20% |
| ERTS Wealth Advisors, LLC | 186,902 | $13,177,000 | 3.74% |
| Clarus Wealth Advisors | 72,633 | $5,170,000 | 3.64% |
| Rodgers & Associates, LTD | 293,508 | $20,692,000 | 3.55% |
| NorthRock Partners, LLC | 460,248 | $32,447,000 | 3.37% |
| FAS Wealth Partners, Inc. | 445,865 | $31,433,000 | 3.31% |
| Financial Planning & Information Services, Inc. | 182,221 | $12,847,000 | 3.13% |